Morningstar

JPMorgan Multi Balanced Fund (mth) - HKD


HK0000312840
  • NAV / 1-Day Return
  • Total Assets
    1.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio
    —
  • Fee Level
    Below Average
  • Load
    Multiple
  • Category
    EAA Fund USD Cautious Allocation
  • Investment Style
    Large Value
  • Credit Quality / Interest Rate Sensitivity
    —
  • Status
    Open
  • SEC Yield / TTM Yield
    — / 5.86%
  • Turnover
    —

Performance

Growth of 10,000

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment 0.00 0.53 1.79 1.26 1.90 7.15 1.00 1.64 — — 2.99
Category — — — — — — — — — — —
Index — — — — — — — — — — —
Quartile Rank———
Percentile Rank 97 45 45 75 58 48 70 63 — — —
# of Invest. in Cat. 173 173 173 172 173 162 156 114 57 7 —
HKD |
Investment return as of Feb 06, 2025 |
Category: USD Cautious Allocation as of Feb 07, 2025 |
Index: Morningstar EAA USD Cau Tgt Alloc NR USD as of Feb 07, 2025 |
Earliest Available Mar 27, 2017 |
Time periods greater than 1 year are annualized

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